Please contact us by e-mail or telephone if you have any questions or concerns or would like to set up an appointment to meet with one of our staff experts.
Bell Investment Advisors
1111 Broadway, 16th Floor
Oakland, CA 94607
Our Commitment to Your Privacy
Protecting our clients’ privacy is of paramount importance to Bell Investment Advisors, Inc. (“Bell Investment Advisors” or “Advisor”). It is Bell Investment Advisors’ policy that no private client financial information obtained by us is sold or made available to third parties except that:
We will not share nonpublic personal information about our clients with nonaffiliated third parties without prior client consent, except for specific purposes described below. This notice explains our collection, use and safeguarding of client information.
How Bell Investment Advisors Gathers Information
In connection with providing clients with investment management services, we may obtain information about them from the following sources:
Sharing Information with Nonaffiliated Third Parties
We only disclose non-public client information to nonaffiliated third parties without prior client consent when we believe it necessary for the conduct of our business or as required or permitted by law, such as:
We do not make any disclosure of client nonpublic personal information to other companies who may want to sell their products or services to you. For example, we do not sell client lists, and we will not sell client names to catalogue companies.
Opt Out Provision
If, at any time in the future, it is necessary to disclose any client personal information in a way that is inconsistent with this policy, Bell Investment Advisors will give its clients advance notice of the proposed disclosure so that they will have the opportunity to either opt-in or opt-out of such disclosure, as required by applicable law.
Clients are advised that the Firm believes that sharing client private information under the circumstances noted above is either mandated by law or necessary for the Firm to conduct its business and to best service client accounts. Clients desiring to opt out of any third party disclosures should contact the Firm immediately. Opting out may necessitate that we terminate our management agreement with you and arrange for you to transfer your account.
To Whom This Policy Applies
Our Security Practices and Information Accuracy
We take steps to safeguard client information. We restrict access to the personal and account information of our clients to our employees and agents for business purposes only. We maintain physical, electronic and procedural safeguards to guard your personal information.
Additionally, we have internal controls to keep client information as accurate and complete as we can. If you believe that any information about you is not accurate, please let us know.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More